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Janice M. Powell

@Diversify Advisory Services, Llc

Latest period2024 - Q4ReportedManaged Assets$1.813BTotal holdings611
Assets growth rate-2.48%Assets growth rate (2-Q avg)-0.29%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Diversify Advisory Services, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 611 positions.

Assets under management

The assets under management (AUM) of Diversify Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.813B in assets, with a quarterly growth rate of -2.48% and a 2-quarter average growth rate of -0.29%. The portfolio is managed by Janice M. Powell, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Increased 21.88%
1.71%
$30.881M
57,841 shares@ $533.9 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 8.29%
1.44%
$25.964M
135,200 shares@ $192.04 avg price
IVVIshares Tr
Recent Activity
Decreased -1.49%
1.24%
$22.468M
38,517 shares@ $583.33 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 1.15%
1.23%
$22.253M
23,751 shares@ $936.94 avg price
AVGOBroadcom Inc
Recent Activity
Increased 49.77%
1.18%
$21.257M
94,768 shares@ $224.32 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -7.97%
1.13%
$20.389M
105,549 shares@ $193.18 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 50.9%
1.12%
$20.212M
174,177 shares@ $116.05 avg price
ETEnergy Transfer L P
Recent Activity
Increased 1.22%
0.99%
$17.824M
917,815 shares@ $19.42 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 78.3%
0.94%
$17.034M
81,747 shares@ $208.38 avg price
SNOWSnowflake Inc
Recent Activity
Increased 7.42%
0.9%
$16.292M
100,284 shares@ $162.47 avg price